[Interpretation of mobile medical] What kind of profit model can make investors return blood?
An evaluation report by PricewaterhouseCoopers has seen many people see the spring of mobile healthcare , and experienced a new high in 2014. Mobile healthcare still has an inflow of $4.3 billion in 2015. In spite of the prevalence of domestic capital winter, mobile medical companies still announced several huge financings in the second half of 2015.
According to PwC's forecast, the global mobile medical market will reach $23 billion in 2017, and China is expected to reach $2.5 billion. At the same time, a domestic market research center also announced that the domestic mobile medical market has increased to a figure of 4.5 billion yuan. This may be the reason why capital favors mobile medical care. However, the domestic mobile medical projects are very similar. From the perspective of the existing profit model, can the capital's staking can really lift the barrier of mobile medical care in the fortune? ?
Frequently favored by capital, the "expansion" of mobile medical
In December last year, the medical doctor 160 successfully landed on the New Third Board to win the title of the first Internet medical treatment, and then the Huada Gene who experienced the personnel changes also succeeded in the IPO. Among them, the medical treatment 160 lost more than 40 million yuan in the three years from 2013 to 2015. The relationship with mobile medical care has become the Huada gene of the pharmaceutical industry. The net profit in 2014 was only 28.12 million yuan. The “expansion†of mobile medicine is not unrelated to the favor of capital.
Not long ago, Ping An’s doctor announced that he was planning an A round of financing. If the progress is smooth, the valuation will reach 3 billion to 4 billion US dollars, which means that it will fully surpass the previously obtained 394 million US dollars financing valuation of more than 1.5 billion US dollars. . And they are just two typical cases of mobile medical huge financing. In addition, Dr. Chun Yu's C-round financing amounted to 50 million US dollars, and the clove garden also received Tencent's 70 million US dollars investment. Xingshulin, intimate doctors, purple medical and other enterprises also announced tens of millions of dollars of financing news. Seeking medical advice, quickly asking doctors, etc. also revealed plans to prepare for financing. It can be said that the entire mobile medical industry seems to be the scent of capital. Tencent’s financing report in StartUpHealth ranks fifth with the number of investment in high ventilation, RockHealth and Venrock, even if it is not tested like Ali and Baidu. Water mobile medical care, Tencent's actions still can not be underestimated.
But are these mobile medical companies really worth it? For example, a mobile medical practitioner revealed in a chat that their company will complete the B round of financing, the amount of more than 30 million US dollars, has already reached 200 million yuan. The main product of this mobile medical company is the doctor's social app. At present, there are less than 200,000 registered doctors. When asked about the user's activity, the friend is silent. It is not difficult to imagine that with these 200,000 registered doctors, you can tell a series of stories, such as doctor social, multi-point practice, online consultation, medical record management and so on. But one fact that cannot be concealed is that the value of a single registered user in the B round of financing has exceeded 1,000 yuan, which is still calculated without considering the activity rate and the loyalty of the doctor. How many companies like this are still more clear than crazy investors.
The ultimate consideration of venture capitalists is still to benefit, and of course, companies that emphasize the ecology and layout of mobile Internet are not excluded. The story is beautiful, and the final success of the mobile medical project is still the profit model.
Profit model, how to burn money, how to return blood
The reason why the term “尴尬†is used to describe the profit model of mobile medical projects is that there are not many mobile medical companies that are truly profitable. The so-called profit model is more like drawing cakes. As a result, many mobile medical giants have also used burning money to describe the current competitive state of mobile medical care. Can these profitable development models allow investors to return blood?
We may wish to take stock of the mainstream profitability methods of domestic mobile medical companies .
First, traffic advertising. Some old medical information websites, including seeking medical advice and asking doctors quickly, although they are not well-known in the media, rely on PC-side traffic advertisements, but they also have good income, at least for the time being. However, this kind of profit model may not belong to the category of mobile medical care. At least it is inconsistent with the content of mobile medical stories. In fact, quickly asking doctors and seeking medical advice also launched their own online consultation APP, relying on PC traffic. The advantage of the mobile side is remarkable, but it is obviously difficult to copy the patched advertisement push on the APP. At present, the main source of profit for Dr. Chun Yu, Ping An Good Doctor, etc. is also traffic advertising. This profit model itself has no threshold, nor is it a source of profit that can impress investors.
Second, traffic sharing. An important profit-making thinking of mobile medical care is the realization of traffic, which is the same as most mobile Internet services. There are many forms of traffic sharing, and advertising is just one of them. In the era of big data, many mobile medical companies are trying to pass traffic to upstream and downstream medical services through big data. For example, young female users can be directed to beauty institutions and some female disease service providers to import users for medical equipment and pharmaceutical manufacturers, and even use the advantages of entrance to charge hospitals and doctors. However, medical treatment 160 has been controversial for recommending Hong Kong's HPV vaccine to female users. On the one hand, medical care itself involves user privacy, and mobile medical care, which lacks medical service qualification itself, is likely to be objectionable or even prosecuted by users. On the other hand, if the user does not get up, the so-called traffic realization is still nonsense, and it is doomed that the medical industry will eliminate many participants.
Third, O2O. This is a very broad concept. The home delivery medicine is O2O, and the offline clinics tried by Dr. Chun Yu are also O2O. Some mobile medical players who have mastered the entry resources such as registrations are still considering a series of processes such as consultation, payment, and diagnostic information push, so as to open up three sections of service hospitals, patients, and doctors. One end is connected to the hospital, and one end is connected. It is also profitable by collecting commissions, etc., and is essentially O2O. Baidu used the Baidu takeaway team to try to deliver medicines, Ali also dripped a test of medicine O2O, the large-scale popularization of such services has not yet appeared, especially under the domestic medical system, the prospect of medical O2O is worth Expected but difficult. The micro-medicine group and other departments have tried a larger level of medical O2O through grading diagnosis and treatment, Internet hospitals, etc. It is still unclear whether this cake can be finished.
Fourth, medical insurance. Caesar Medical in the United States is eagerly awaited by many mobile medical players. In 2015, the domestic commercial health insurance field was extremely active. First, the relevant state departments issued notices and measures related to health insurance. Although they were not thirsty, they broke ground. Insurers have actively tested the water and slammed into this huge potential market. Among them, Ping An Group and Taikang Insurance are among the leaders. At the same time, mobile medical care has become a partner for insurance companies. At present, micro-medicine, safe doctors and so on have cooperated with insurance companies to get involved in the medical insurance market, but it is still unclear whether mobile medical care will become the backbone of health insurance in the future. In addition to health insurance, mobile health needs to seek a larger medical insurance market.
Veterinary Medical Equipment
Veterinary Medical Equipment
Medton Medical , https://www.medtonmedical.com